See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
QUINT CAPITAL CORPORATION9 years Filed as: QUINT CAPITAL LLC Service code 27 230 PARK AVE · NEW YORK, NY 10169 | Advisory (Plan) | $107,273 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,006 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,149 | $101,317+46.2% | $146,958+0.8% | $74,495+98.9% |
| Participation rate | 77.0% | 75.5%+1.5pp | 82.2%-5.2pp | 67.2%+9.8pp |
| Annual return | 14.45% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $4,856 | $3,810+27.4% | $4,933-1.6% | $2,623+85.1% |
| Participant deferral / active EE | $10,877 | $7,303+48.9% | $8,070+34.8% | $4,346+150.3% |
| Admin fee / account holder | $404 | $1,739-76.8% | $12,998-96.9% | $1,942-79.2% |